Wealth Advisor at Burke Herbert Bank

Culpeper, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Oct, 26

Salary

55000.0

Posted On

18 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Transactions, Written Communication, Verbal Communication, Ethics, Integrity, Microsoft Excel, Word Processing, Client Relationship Management, Financial Sales

Industry

Banking

Description

Job Posting TitleWealth Advisor Job Description The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66 and VA L&H), which requires the ability to execute investment transactions. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position combines entrepreneurial opportunity with the structure, security and resources of a premier community bank. The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow financial planning relationships for Burke & Herbert Bank customers. In addition to the opportunity to help expand relationships with existing customers, a Wealth Advisor is expected to develop relationships to help add to the Bank’s growth. Skills/Abilities * Strong written and verbal communication skills. * High level of commitment to integrity and ethics. Education and Experience * College degree required; advanced degree preferred. * Requires at least three years of financial sales experience servicing an existing book of business. * FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required. * Professional designation (e.g., CFP, CFA) required. * Computer literacy required, including Excel spreadsheet and word processing applications. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. For applicants located in Virginia (VA): The anticipated salary range for this position is $40,000–$55,000 annually. This range represents the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. All other locations: The salary will be based on experience, qualifications, and geographic location. This position will also be eligible for additional compensation, such as bonuses or incentive pay, where applicable. Travel Travel will be required for this position. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status Include shift schedule Not Included Include budgeted hours Not Included

Responsibilities

The Wealth Advisor assists customers with investment and financial planning needs while executing investment transactions. The role focuses on cultivating and growing financial planning relationships with existing and new bank customers.